See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,540 | $96,635-48.7% | $86,612-42.8% | $139,434-64.5% |
| Participation rate | 18.8% | 74.4%-55.7pp | 71.7%-52.9pp | 80.3%-61.6pp |
| Annual return | 20.27% | 106.41%-86.1pp | 591.07%-570.8pp | 372.94%-352.7pp |
| Employer contribution / active EE | $536 | $3,263-83.6% | $3,022-82.3% | $4,751-88.7% |
| Participant deferral / active EE | $1,373 | $4,836-71.6% | $4,438-69.1% | $6,710-79.5% |
| Admin fee / account holder | $812 | $6,408-87.3% | $5,614-85.5% | $11,403-92.9% |